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CVERX vs VMVAX
CVERX vs VMVAX Comparison
Open Charts CVERX vs VMVAX
Columbia Select Mid Cap Value Instl 2
Price$15.94
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CVERX vs VMVAX Comparison Chart
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CVERX vs. VMVAX commentary
Nov 14, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CVERX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. CVERX (2.68B). VMVAX pays higher dividends than CVERX: VMVAX (2.14) vs CVERX (1.03). CVERX was incepted earlier than VMVAX: CVERX (12 years) vs VMVAX (13 years). CVERX is a more actively managed with annual turnover of: 30.00 vs. VMVAX (22.00). CVERX has a lower initial minimum investment than VMVAX: CVERX (0) vs VMVAX (3000). CVERX (29.74) and VMVAX (28.30) have marching annual gain over last year. VMVAX return over 5 years is better than : 48.86 vs. CVERX (42.21).
| CVERX | VMVAX | CVERX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 18.033 | 18.476 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 30.9B | 9% |
| Annual Yield % from dividends | 1.03 | 2.14 | 48% |
| Returns for 1 year | 29.74 | 28.30 | 105% |
| Returns for 3 years | 7.15 | 14.98 | 48% |
| Returns for 5 years | 42.21 | 48.86 | 86% |
| Returns for 10 years | -9.91 | 100.72 | -10% |
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